Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,851 | $171,865+27.3% | $149,718+46.2% | $147,585+48.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.05% | 2113.29%-2099.2pp | 1501.67%-1487.6pp | 578.56%-564.5pp |
| Employer contribution / active EE | $32,333 | $6,275+415.3% | $5,445+493.8% | $4,876+563.1% |
| Participant deferral / active EE | $16,659 | $7,270+129.1% | $6,569+153.6% | $5,439+206.3% |
| Admin fee / account holder | $7,392 | $13,799-46.4% | $11,283-34.5% | $10,885-32.1% |